The Report Groups panel allows you to organize reports in a group. You can create a report group, add reports to the group, and move reports among groups. You can view all reports by selecting All option under the Groups column.

Feature

Description

This option allows you to add a new report to the Reporting module.

This option allows you to delete one or more selected report.

This option refreshes the view.

The actions menu has the following options: Import, Export and Permissions.

Reports Toolbar

The Reports toolbar allows you to add, modify, delete, duplicate, import and export reports. You can also set access permissions for a report in a group.

Feature

Description

This option allows you to add a new report to the Reporting module.

This option allows you to delete one or more selected reports.

This option allows you to edit a chart.

This option creates a duplicate copy of the selected report.

The actions menu has the following options: Import, Export , Export as Text and Permissions.

This option allows you to view a list of reports along with their schedule name and time.

This option allows you to view all the scheduled reports.

Report List Panel

The Report List panel lists all the reports in a tabular format.

The following table describes the columns in the Report List panel.

Column

Description

Name

The name of the report.

Group

The Report Group to which the report belongs.

Date Modified

The date and time when the report was modified.

#Schedules

The count indicates the number of schedules created for a report.

Actions

The actions menu has the following options: Schedule Report, View Scheduled Reports, Delete, Edit, and Export.